Best Investment Industry Companies in Charleston, United States
The 38 best Investment Industry companies in Charleston, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Eagles Coast.
Ranked: Best Investment Industry companies in Charleston
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Eagles Coast Provider of financial solutions, wealth management, and investment banking services | $750K | 100 mo ago | Seed | Paul Martin CEO | 2017 | — | — |
| 2 | CTH Advisors Financial advisory firm offering investment banking and advisory services | $250K | 35 mo ago | Seed | Andy Brusman Founder & CEO | 2018 | — | — |
| 3 | Shaw Circle Management Hedge fund focused on multiple strategies | $50K | 38 mo ago | Seed | Carter Burns Co-Founder & CIO | 2021 | — | — |
| 4 | Adams Property Group A real estate investment management company | — | — | Unfunded | Franklin Adams Founder | 2008 | WixSentryBootstrap+13 | — |
| 5 | Alerion Ventures Venture capital firm focused on multiple sectors | — | — | Unfunded | Lee Richards Founder & Managing Partner | 2014 | — | — |
| 6 | Altriarch Secondary market fund focused on multiple sectors | — | — | Unfunded | Danielle Brown CEO & Managing Partner | 2018 | — | — |
| 7 | Ansley Capital Group Investment banking for healthcare entrepreneurs, specializing in technology and services | — | — | Unfunded | Russ Burks Co-Founder & Managing Director | 1999 | — | — |
| 8 | Ballast Rock Multi-strategy focused on real estate fund | — | — | Unfunded | Thomas Carroll Founder & CEO | 2018 | — | — |
Top 3 Investment Industry companies in Charleston
#1
Seed · Charleston, South Carolina · founded 2018$250Kraised▾
Financial advisory firm offering investment banking and advisory services. Provides private placement solutions for equity and debt, CEO whisperer advisory, and merger and acquisition advisory solutions.
- Oct 2023Seed$75K
- Jun 2019Seed$175K
#2
Seed · Charleston, South Carolina · founded 2021$50Kraised▾
Hedge fund focused on multiple strategies. It offers multiple risk management strategies and investment techniques to generate returns for investors.
- Jun 2023Seed$50K
#3
Seed · Charleston, South Carolina · founded 2017$750Kraised▾
Provider of financial solutions, wealth management, and investment banking services. The firm offers financial guidance and investment strategies. Advisory services and wealth technology are available. The company focuses on growth capital and strategic advice. Securities are offered through a licensed broker-dealer.
- May 2018Seed$750K
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Investment Industry coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
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